Skip to main content
Contributor ⭐️
June 16, 2021
Released

Duplicating existing timeline entries as new records

Related products:CS Timeline & Activity Tracking
  • June 16, 2021
  • 12 replies
  • 225 views

Hello,

At the moment, many of our users are finding timeline as a time suck due to the manual nature in submitting new entries for every activity. Often times, users find themselves creating the same entries (such as meetings or key updates) with different dates. An idea to help speed up the entry process would be to be able to duplicate an existing entry and once the duplicate is saved have it appear as a new record.

 

This would eliminate some of the copying and pasting for ultimately the same entries and allow users to skip adding internal and external attendees, specifically those members who are always on that particular kind of entry. Thank you for your consideration and support. 

12 replies

ChiragJ
Gainsight Employee ⭐️
Gainsight Employee ⭐️
August 5, 2026
Updated idea statusNew IdeaReleased
ChiragJ
Gainsight Employee ⭐️
Gainsight Employee ⭐️
August 5, 2026

This is available with our Q2 release. Admin can enable Activity Cloning under Timeline Admin> General Settings